Events

The uncertainty brought by election years can create significant challenges for investors. As a financial adviser, understanding the nuances of political seasonality can help you better prepare your clients for what lies ahead. At Flexible Plan Investments (FPI), we are committed to providing you with the insights and tools needed to face these complexities.

Join us for a deep dive into the state of the market and what FPI’s Political Seasonality Index tells us about what could be on the horizon this election year for investors.

You will learn how to use this information to educate clients about how the Market Leaders strategies can help them seek focused, risk‐managed growth no matter what the market throws their way.
Why buy the whole market when you can invest in the leaders?

Staying informed about which investment strategies lead the pack can equip you with essential insights to optimize your clients’ portfolios. How are these strategies performing amid the current market conditions? What factors contribute to their success? And how can you leverage this knowledge to enhance your clients’ portfolios for both present and future market scenarios?

Join us as we reveal our top strategies of 2024—so far. In this session, we will show how these strategies fit within our overall approach to dynamic risk management and demonstrate how they could perform in different market environments this year ... and beyond.

Come meet with our CEO and founder, Jerry Wagner—as well as members of our executive team, including the heads of our research, marketing, and operations teams—to learn what opportunities FPI can offer you and your clients. You will also be nominated for a front-page feature in the widely distributed Proactive Advisor Magazine.

This visit is at no cost to you. We will provide:

• Round-trip airfare from your location to Detroit, Michigan, as well as chauffeured transportation for the duration of your due diligence visit.
• Accommodations at the luxurious Auburn Hills Marriott Pontiac.
• A fine-dining experience at one of the area’s many upscale restaurants.
• Tickets to a Major League Baseball game at beautiful Comerica Park or a show at one of our world-class theaters.

These exclusive events do fill up quickly, so RSVP as soon as possible to reserve your spot”

You will learn how to use this information to educate clients about how the Market Leaders strategies can help them seek focused, risk‐managed growth no matter what the market throws their way.
Why buy the whole market when you can invest in the leaders?

Come meet with our CEO and founder, Jerry Wagner—as well as members of our executive team, including the heads of our research, marketing, and operations teams—to learn what opportunities FPI can offer you and your clients. You will also be nominated for a front-page feature in the widely distributed Proactive Advisor Magazine.

This visit is at no cost to you. We will provide:

• Round-trip airfare from your location to Detroit, Michigan, as well as chauffeured transportation for the duration of your due diligence visit.
• Accommodations at the luxurious Auburn Hills Marriott Pontiac.
• A fine-dining experience at one of the area’s many upscale restaurants.
• Tickets to a Major League Baseball game at beautiful Comerica Park or a show at one of our world-class theaters.

These exclusive events do fill up quickly, so RSVP as soon as possible to reserve your spot